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100% found this document useful (1 vote)
390 viewsLearn Process Builder
Salesforce process builder ppt.
Uploaded by
saurabhjuyalCopyright
© © All Rights Reserved
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
/ 9
Process Builder
www.salesforce.com/training
Copyright 2015 salesforce.com, inc.
All rights reserved. Various trademarks held by their respective owners.
Agenda
What is Lightning Process Builder
Capabilities of Lightning Process Builder
Use case for Lightning Process Builders
Supported Actions of Lightning Process
Builder
Consideration for Lightning Process Builder
Demo
Q&A
Lightning Process Builder
Next Generation Workflow
New
Actions
Workflo
w Rules
M
u
l
t
i
p
Lightning Process Builder
Lightning Process Builder lets you
automate business processes
using a visual interface.
Processes allow you to execute
actions
when
certain
conditions are met.
You can add multiple groups of
criteria and associate actions
with each criterion.
You can create immediate and
scheduled actions.
You can use versioning to easily
track and maintain processes.
Setup | Create | Workflow &
Approvals | Processes
Use Cases for Lightning Processes
Send an email reminder to the
recruiting team if a candidate
has not replied within ten days
of sending an offer letter.
Update all the mailing
addresses on all child
contacts when a billing
address is changed on
an account.
Create records and
notifications based on stages
of a position and schedule
follow-up tasks that execute
based on changes to
records.
Create an order record with
the data in the opportunity and
associated account when the
opportunity stage changes to
closed and won.
Actions Supported in Lightning Processes
Actions
Description
Create a record
Create a new record.
Update records
Update fields on records or any related records.
Send an email
Send an email using an email alert.
Post to Chatter
Post to the feed of a user, a Chatter group, or the record
that started the process.
Use a quick action
Use an object-specific or global action to create a record,
update a record, or log a call.
Submit for approval
Submit a record for approval without requiring users to
submit manually.
Launch a flow
Trigger an autolaunched flow to automate complex
business processes.
Call Apex
Call an Apex method to add customized functionality.
Workflow rules support a subset of these actions: create a task,
update a field on a record or parent record, and send an email.
Considerations for Lightning Processes
General
Scheduled Actions
Processes do not support
outbound messages, but the
Call Apex action can be used
to provide similar functionality.
Only one scheduled action group is
supported for each criteria node.
Actions are executed in the
order in which they appear in
the process.
Criteria nodes and actions
cannot be reused or reordered
in a process.
Search for: Process Limits
and Considerations
Scheduled actions cannot be used in
processes that evaluate every time
a record is created or edited.
The Paused and Waiting Interviews
list (Setup | Create | Workflows &
Approvals | Flows) displays all
pending scheduled actions.
If the user who caused the process to
start is inactive when Salesforce tries
to execute scheduled actions, those
actions fail to execute.
Create a Process
Demo
Update
Accoun
t
1. If a parent case is
closed then -
Paren
t
Case
Create
Lead
Update
Chatter
Group
2. A chatter post to
Chatter Group
should be added
indicating its
closure.
3. Update custom field
Last Case Update on
related Account
record
4. Create lead with
data from related
contact and account
records.
5. Send email 1 day
after closed date.
Questions
